Kevin Wong is an independent financial services advisor.  His approach is a little different than most financial services firms.  As an independent advisor he is  not restricted to a limited set of investment choices or financial alternatives.

"Why do I need a financial advisor?” is a common question for many people.  We answer this with a comparison to a successful sports team.  Every team has an owner (you) and a manager (us).  By working together, we can develop a winning strategy.

Our financial services firm has the knowledge and the tools to help save you time and money as well as educate and place you in the best financial solutions for your situation.  Many excellent investments are not available to the do-it-yourself investor.  Let us help you get where you want to go more effectively and efficiently than you might be able to do on your own.